Setting up customer tabs and accounts

Use customer accounts in Restaurant POS for customers who want to keep an amount owing over several visits. With customer accounts, your regular customers can have ongoing tabs and make lump-sum payments periodically.

customer-account.png

To work with customer accounts, create the following payment methods in Restaurant Manager. See Creating payment methods for more information.

Add Credit

Add monetary credit to a customer's account to be used for future payments.

See Adding customer credit.

Use Credit

Use existing credit on a customer's account on a payment. 

See Paying with customer credit.

Put on Tab

Charge payments to a customer's account if they don't have existing credit. This effectively acts as an IOU from the customer.

See Charging a payment to a customer tab

Tab Paid

Process a tab payment from the customer for their account balance.

See Paying a customer tab.

Some tab workflows make use of the Overview Panel. Ensure the Enable the Overview Panel on the floor view Device Settings is enabled in Restaurant Manager.

Have more questions? Submit a request || || Request a callback